Important - Tech Support -
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Agyaa- Platform Access & Tour
Step 0 - DO THIS FIRST - Prerequisites For Before Self Onboarding
Step 1 - Connect Agyaa.ai Platform to GHL
Step 2 - Setup your AI Agyaa
2.2 - Create Your Chat & Voice Assistant
2.2.1 - Prompting Guide - Best Practices
2.3 - Creating a Voice Widget and deploying on your website
2.4 - Deploying Chat Assistant With Active Tag - Live Chat
2.4a - Deploying Chat Assistant With Active Tag - SMS, Instagram, FB and Whatsapp
2.5 - Purchasing & Assigning a Phone Number To AI Caller
2.5.1- Importing A Number From Twilio - US & International Users
2.6 - Deploying AI Call Assistant - Inbound Call & Outbound Call
2.7 - Automated Post Call Tags Applied By Agyaa - You don't need to do anything here
Advanced Setup
1.1 Creating Tool - Adding & Removing Tags
1.2 Creating Tool - Live Call Transfer Cold/Warm
1.3 Creating Custom Tool - Extract Data and fill Custom Values plus much more
1.4 Inbound Web Hook - For inbound Calls Contact Information for Assistant
1.5 Post Call Web Hook - Send Call Transcript and Trigger Workflows
Trouble Shooting
2.4a - Deploying Chat Assistant With Active Tag - SMS, Instagram, FB and Whatsapp
Implementing an AI Assistant for SMS, Facebook Messages, Instagram Dm and WhatsApp Responses
1. Introduction
Welcome to the tutorial on building an AI assistant for chat.
Prerequisite: An AI assistant must already be created.
Step 1: Assign Phone Number, Facebook page connected with professional Instagram Account and whats app connected
Use your phone number to connect with the live chat.
Connect FB and instagram to GHL
Connect WhatsApp to GHL
Step 2: Create an Active Tag
Definition: An active tag connects an AI to a contact.
Create a new active tag named "test SMS".
Follow naming conventions (use underscores and lowercase letters).
Save the tag to ensure it is registered in the system.
Step 3: Set Up Automation Workflow
Navigate to the automation window to create a new workflow.
Trigger: Set the trigger to "customer replied".
Filter: Add a filter for the reply channel and select "SMS" for sms, "Instagram DM" for Instagram, "Facebook Messenger" for Facebook & "WhatsApp" for WhatsApp
Step 4: Check for Existing AI Tags
Implement a condition to check if the contact already has an AI tag.
If tagged, stop the automation to avoid duplicate tagging.
If not tagged, proceed to add the "test SMS" tag.
Step 5: Connect AI to Contact
By adding the tag, you connect the AI to the contact based on their reply.
Create an initial welcome message to trigger a response from the contact.
Step 6: Finalize Automation Settings
Ensure re-entry is not allowed to prevent repeated automation for the same contact.
Save all actions and settings.
Step 7: Testing the Setup
Copy the assigned phone number and send a test SMS.
Monitor the conversation and server logs to check for successful automation triggers.
Confirm that the AI is responding as expected.